Guru investor Joel Greenblatt (Trades, Portfolio) bought the following stocks in both the third and fourth quarters.
State Street Corp. (STT, Financial)
In the third quarter, the guru increased his position by 76.31% and added another 26.39% in the fourth quarter.
The financial services company has a market cap of $40.38 billion. Its revenue of $11.17 billion has grown 7.30% over the past five years.
Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus with 1.41% of outstanding shares, followed by Bill Nygren (Trades, Portfolio) with 1.28% and the T Rowe Price Equity Income Fund (Trades, Portfolio) with 1.07%.
Adecoagro SA (AGRO, Financial)
In the third quarter, Greenblatt boosted his holding by 278.82% and added another 32.42% in the fourth quarter.
The South American agricultural company has a market cap of $1.02 billion. Its revenue of $1.04 billion has increased 8.50% over the past five years.
The company's largest shareholder among the gurus is Charles Brandes (Trades, Portfolio) with 1.66% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.58% and Jeremy Grantham (Trades, Portfolio) with 0.24%.
Realogy Holdings Corp. (RLGY, Financial)
The investor added 278.82% to his position in the third quarter and then added another 32.42% in the fourth quarter.
The real estate company has a market cap of $3.41 billion. Its revenue of $6.11 billion has declined 12.80% over the past five years.
D. E. Shaw & Co. L.P. is the company's largest guru shareholder with 5.2% of outstanding shares, followed by Mason Hawkins (Trades, Portfolio) with 4.18% and Larry Robbins (Trades, Portfolio) with 2.99%.
Bank of New York Mellon Corp. (BK, Financial)
In the third quarter, Greenblatt increased his holding by 4.21% and then boosted it 191.45% in the fourth quarter.
The banking and financial services company has a market cap of $57.79 billion. Its revenue has grown 3.40% over the past five years.
With 6.02% of outstanding shares, Warren Buffett (Trades, Portfolio) is the company's largest guru shareholder, followed by Dodge & Cox with 4.51% and First Eagle Investment (Trades, Portfolio) with 1.94%.
Hortonworks Inc. (HDP, Financial)
Greenblatt increased his holding by 35.45% in the third quarter and added another 66.28% in the fourth quarter.
With a market cap of $1.5 billion, the company provides a new class of data management software solutions built on open source technology.
Mariko Gordon (Trades, Portfolio) is the company's largest guru shareholder with 3.76% of outstanding shares, followed by Simons with 1.29% and Pioneer Investments (Trades, Portfolio) with 0.41%.
E*Trade Financial Corp. (ETFC, Financial)
The guru increased his position by 10.19% in the third quarter and added another 112.23% in the fourth quarter.
The financial services company has a market cap of $15.24 billion. Its revenue of $2.36 billion has grown 6.70% over the past five years.
The company's largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 4.78% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 0.55%, Manning & Napier Advisors Inc. with 0.42% and Ken Fisher (Trades, Portfolio) with 0.38%.
Capital One Financial Corp. (COF, Financial)
In the third quarter, Greenblatt boosted the holding by 21.85% and then added another 108.78% in the fourth quarter.
The bank holding company has a market cap of $49.01 billion. Its revenue of $27.23 billion has increased 8.50% over the past five years.
With 9.01% of outstanding shares, Dodge & Cox is the largest guru shareholder of the company, followed by Chris Davis (Trades, Portfolio) with 2.45%, Hotchkis & Wiley with 1.18% and Nygren with 1.04%.
The Stars Group Inc (TSG, Financial)
Greenblatt increased his positon by 0.81% in the third quarter and added another 100.75% in the fourth quarter.
The gambling company, which operates online, mobile and land-based casinos, has a market cap of $4.27 billion. Its revenue of $1.26 billion has grown 83.40% over the past five years.
Simons is the company's largest shareholder among the gurus with 0.72% of outstanding shares, followed by Louis Moore Bacon (Trades, Portfolio) with 0.1% and Greenblatt with 0.05%.
NRG Energy Inc. (NRG)
In the third quarter, the investor added 12.28% to his position and then boosted it by 243.81% in the fourth quarter.
The utility company has a market cap of $9.45 billion. Its revenue of $11 billion has declined 2.10% over the past five years.
Paul Singer (Trades, Portfolio) is the company's largest guru shareholder with 3.15% of outstanding shares, followed by David Tepper (Trades, Portfolio) with 3.07%.
Disclosure: I do not own any stocks mentioned in this article.
